Messages Page

Messages Page

Overview

The  Messages Page shows lists of your current messages and surveys. It allows you to manage their content and offers the ability to create new messages.

The  Messages  Page is where you can answer questions such as: 
  1. How do I update the content of an existing message?
  2. How do I create a new text, voice, or email message?
  3. How do I send a message blast?
  4. How do I send a message that offices are closed and cancel any pending appointments?
  5. How do I send a survey to my participants?
  6. How do I send a message to a particular group or sub-group of users?

Sorting Messages



Messages can be viewed in many different ways. Using the drop-downs you can select alphabetical order, creation date, created by Admins, or specific to a clinic/location. You can also use the search function to locate a specific message.


Creating Messages

There are four categories of messages: Group Messages, Rules Schedule Messages, Import Schedule Messages and Closing Messages.  Choose Create Message  to start a new message.

  1. For information about creating Group Messages, visit:  How to: Create a Group Message
  2. For information about creating Rules Scheduled Message, visit:  How to: Create a Rules Scheduled Message
  3. For information about creating Import Scheduled Messages, visit:  How to: Create an Import Scheduled Message
  4. For information about creating Closing Messages, visit:  How to: Send a Closing Message
Note:  For information about updating or editing existing messages, visit:  How to: Update or Add to an Existing Message


Message Types


There are three types of messages: Text, Voice, and/or Email.
  1. For information about creating Text Messages, visit:  How to: Create a Text Message
    1. For information about Unicode SMS limitations, visit:  What is Unicode SMS
  2. For information about creating Voice Messages, visit:  How to: Create a Voice Message
    1. For information about recording voice scripts, visit:  How To: Record a Voice Script
    2. For information about advanced messaging scripts, visit:  How to: Utilize Advanced Voice Messaging Settings
  3. For information about creating Email Messages, visit:  How To: Create an Email Message
Note:  For information about sending websites in a text or email message, visit:  How to: Include URLs or Links to Websites in a Message

Additional Add-on Options

Web Surveys 



Web Surveys allow you to create a custom survey to send to your participants. Survey links can be inserted into the other message types to be sent to participants.
  1. For instructions on how to create a Web Survey, visit:   How to: Create a Web Survey 
  2. For instructions on how to send Web Surveys through chat, visit:  How to: Send a Web Survey through Chat
  3. For instructions on how to view Web Survey reports, visit:  How to: Create a Web Survey Report